See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,117 | $115,882-1.5% | $100,516+13.5% | $158,922-28.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -0.16% | 34.79%-35.0pp | 30.89%-31.0pp | 302.83%-303.0pp |
| Employer contribution / active EE | $2,220 | $4,103-45.9% | $3,418-35.0% | $4,761-53.4% |
| Participant deferral / active EE | $3,142 | $6,674-52.9% | $6,270-49.9% | $5,982-47.5% |
| Admin fee / account holder | $106,538 | $10,995+868.9% | $8,081+1218.4% | $11,246+847.4% |